You’re looking for a new bank. But you don’t really know what to look for. Is there a difference from one bank to another? Does it matter? Here are three key things that many people choose to consider when looking for a bank.
1. Customer Service
It seems like good customer service is hard to come by these days. Not that I’m that old or anything, but honestly, I remember a time when people that worked in a customer service role were truly happy to be doing what they were doing a... [More]
September was Life Insurance Awareness Month but in my mind every month is an awareness month! My time spent in the Financial Services world has taught me many things; one lesson that I learned from clients is the importance of reviewing one’s beneficiary designations on personal documents, investments, retirement plans and insurance.
I know of one individual who was married and divorced at a young age. She was a teacher in a local high school who remarried in her early thirties. Fast forw... [More]
As a parent, it’s our job (yes, I’m a mom) to teach our kids. There is a lot they will learn in school, and they will probably have a lesson or two on financials in school, but as far as I’m concerned this is mostly on us as parents. So, what should we do? Here’s how I see it. You know the phrase “do as I say, not as I do?” Probably not the most fitting for this! Don’t’ get me wrong, those words have come out of my mouth a time or two. Or three. Ho... [More]